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January 3, 2021
Question

Is there a way to transfer my data from quickbooks online to quickbooks self-employed? I installed the wrong one previously

  • January 3, 2021
  • 1 reply
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1 reply

JessT
January 4, 2021

Hi userlewislemay58,

 

We're unable to migrate data from QuickBooks Online (QBO) to QuickBooks Self-Employed (QBSE) since they are completely different. QBO is for double-entry accounting while QBSE is not. I'll help by providing information about your options.

 

What you can do is connect your bank account in QBSE to bring your transactions into that platform. You can also upload the older ones that will not be included during the first download. The information about categorizing transactions is already included in the articles I hyperlinked.

 

Please don't hesitate to go back to this thread if you have other questions about bringing your data to QBSE.